TL;DR: Walmart posted another strong quarter with growth across business units and categories, including nearly 90% of Walmart U.S. dollar growth coming from eCommerce. Despite tariff cost pressure, the retailer is raising guidance and extending its competitive lead through value pricing and omnichannel offerings, including faster delivery. 7 minute read Walmart delivered another strong quarter […]
TL;DR: Target’s top-line continues to decline. New leadership is pushing for urgent change, but with competitors still outperforming and the macro backdrop uncertain, sustained execution and bold merchandising will be critical to regain share. 8 minute read Target’s 2Q financial results reported this morning show sequential top-line improvement from 1Q although sales growth and comps […]
TL;DR: Retail sales grew +3.9% Y/Y in 2Q25, fueled by digital channel sales growth of +5.3% Y/Y and brick & mortar (B&M) sales growth of +3.6% Y/Y. Both physical and digital channels decelerated compared to growth rates in 1Q24, although year-to-date performance of +4.2% Y/Y has trended ahead of downbeat expectations following the announcement of […]
TL;DR: Sixteen months after our last benchmark, sophisticated AMC usage has hardly grown. That means the door is still wide open for enterprise brands to lead on Amazon through advanced analytics and targeting. This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: […]
TL;DR: Amazon’s U.S. grocery business is already over $100B, growing 15%+, and larger than Walmart’s online grocery business. It’s on pace to pass Kroger by 2027. Many brands underestimate it, leading to undersized teams, low media spend, and weak marketplace execution. The opportunity is much bigger than most leadership teams realize. 2 minute read The […]
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This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]
TL;DR: Amazon Ads is growing fast and streaming TV could take it further. Most brands are just testing the waters, but the combination of massive authenticated reach and lower-funnel measurability makes this an emerging competitive edge opportunity for marketers. 4 minute read Amazon Ads grew 22% Y/Y in 2Q25, reaching nearly $16 billion in sales, […]